Let's face it, creating a financial strategy can be intimidating and time-consuming. Despite our best intentions, there are many things that can distract us from this important process. Because we all need someone to help us stay on track, I am dedicated to partnering with you to make your financial goals a priority. Consider a few questions for a moment:
- Have you maxed out your IRAs and 401(k)/403(b)? What's next?
- Will your money last throughout your lifetime and beyond?
- Do you know when and how you can retire?
- Are you a business owner who needs a growth or an exit plan?
These are challenging questions, but I am here to help you find the answers. These answers will guide our decisions as we organize, grow, protect and, when the time comes, transfer your wealth to those loved ones or heartfelt causes you will leave behind.
Our first meeting will focus on what is most important to you. We will discuss any current financial strategy you have in place and develop a dynamic, long-term strategy to complement it. It will be necessary that we partner with your accounting and legal professionals to incorporate both the tax planning and estate related decisions you have made.
Prior to joining Edward Jones, I promoted WI Workforce Development healthcare and manufacturing career programs at Moraine Park Technical College. These programs focus on sustaining a strong workforce to support our beautiful state's industries and economy. I proudly grew up on a dairy farm, and for the past 15 years, I have lived in Beaver Dam with my husband, Mike, a surgeon at Mercy Health, and three children: Madeline, a student at the Medical College of WI, Marshal, and Morgan, both UW Madison students. Outside of work, I enjoy sports, gardening and photography, as well as active participation in the Beaver Dam Chamber of Commerce, Beaver Dam Area Community Theater, Downtown Beaver Dam, Inc., and Leipsic 4H Club.
- Business Retirement Plans
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Personal Fitness
Phone NumberMonica McGauley at (920) 392-5181
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